Apella Capital
AMGN icon

Apella Capital’s Amgen AMGN Stock Holding History

Apella Capital’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.36M Buy
3,302
+318
+11% +$127K 0.02% 347
2026
Q2 		$1.1M Sell
2,984
-41
-1% -$14K 0.02% 357
2026
Q1 		$1.07M Buy
3,025
+1,008
+50% +$359K 0.02% 347
2025
Q4 		$660K Buy
2,017
+193
+11% +$61.2K 0.01% 316
2025
Q3 		$540K Buy
1,824
+51
+3% +$14.8K 0.01% 317
2025
Q2 		$519K Buy
1,773
+440
+33% +$125K 0.01% 289
2025
Q1 		$388K Buy
1,333
+48
+4% +$14.2K 0.01% 276
2024
Q4 		$335K Buy
1,285
+3
+0.2% +$890 0.01% 274
2024
Q3 		$410K Buy
1,282
+54
+4% +$17.7K 0.02% 234
2024
Q2 		$388K Buy
1,228
+45
+4% +$13.2K 0.02% 228
2024
Q1 		$320K Sell
1,183
-87
-7% -$25.5K 0.02% 239
2023
Q4 		$385K Sell
1,270
-602
-32% -$164K 0.02% 208
2023
Q3 		$503K Buy
1,872
+600
+47% +$150K 0.04% 169
2023
Q2 		$282K Buy
+1,272
New +$295K 0.02% 222
2022
Q4 		$344K Buy
1,310
+156
+14% +$41.8K 0.03% 179
2022
Q3 		$260K Buy
1,154
+37
+3% +$8.97K 0.03% 186
2022
Q2 		$272K Buy
+1,117
New +$274K 0.03% 187
2021
Q3 		– Sell
-1,045
Closed -$255K – 200
2021
Q2 		$255K Buy
1,045
+3
+0.3% +$738 0.04% 183
2021
Q1 		$259K Buy
1,042
+3
+0.3% +$716 0.08% 115
2020
Q4 		$239K Sell
1,039
-427
-29% -$98.4K 0.08% 116
2020
Q3 		$373K Hold
1,466
– – 0.15% 91
2020
Q2 		$346K Hold
1,466
– – 0.16% 94
2020
Q1 		$297K Buy
+1,466
New +$320K 0.17% 85

Other funds holding AMGN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Apella Capital's AMGN Position: Q3 2026 in Review

Apella Capital increased its Amgen (AMGN) stake by 11% in Q3 2026, buying an estimated $127K and bringing the position to 3,302 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #347.

Apella Capital first reported a position in AMGN in Q1 2020 and has held it in 23 quarters since. 2,617 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Apella Capital held 3,302 shares of Amgen worth $1.36M as of Q3 2026.
  • Apella Capital bought 318 Amgen shares in Q3 2026, an estimated $127K.
  • Amgen made up 0.02% of Apella Capital's portfolio in Q3 2026, its #347 holding.
  • Apella Capital first reported a position in Amgen in Q1 2020 and has held it in 23 quarters since.
  • 2,617 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.